As a Senior Vice-President at UBS, Keith brings over 40 years of financial expertise to his team and clients.  His financial knowledge has allowed him to become a portfolio manager in order to create personalized investment strategies.  Over the course of his career, he has witnessed various types of bull and bear market cycles. This has equipped him to employ alternative investments  in addition to traditional investing. This would include private equities, hedge funds and option strategies.

With increased volatility in today's world and the uncertainty of the economy, Keith believes that it is imperative to have a financial plan. He also believes it is critical that this plan is designed and managed by the right wealth management group. Keith has adopted a unique wealth management process that helps distinguish himself and the Karstadt Wealth Management Group.  The investment allocation is based upon your  financial plan to meet your needs and goals throughout your life.  In addition, the Karstadt Wealth Management Group process involves periodic client reviews. This allows Keith and his team to re-examine investment strategies and adjust portfolios to current market conditions. This can help insure that your needs and goals will be met.

Keith considers estate planning to be the final stage of wealth management. Collaborating with our speciality partners at UBS allows him and his team to help facilitate the transfer of wealth. In addition, it presents an opportunity to learn more about clients and their family dynamics.

Prior to becoming a Financial Advisor, Keith was a professional photographer. Photography allowed him to finance his college education.  He graduated from Monmouth University with a Bachelor of Arts degree in Psychology. Prior to UBS, Keith had previously worked at E.F. Hutton, Dean Witter Reynolds and Prudential Securities. He currently resides in Holmdel, NJ with his wife Judy. He has three children, Daniel, Kimberly and Dylan. He is still very passionate about photography, golfing, and traveling.

Registered States:
AL, AZ, CA, CT, DC, FL, GA, IN, KS, MA, MD, NC, NJ, NM, NV, NY, OH, PA, PR, RI, SC, TN, TX, VA, WA

Gabriel has been at UBS Financial Services for six years and providing financial advice to private clients for over ten years. In that time, Gabriel’s primary focus has been working with families and corporate clients. The majority of his clients are made up of business owners, executives and trustees of organizations which allows him to assist with their personal finances as well as their for profit or not for profit business.

Gabriel is an avid networker and handles the groups internal and external professional relationships and strategic partnerships. Internally he interacts with the corporate retirement group, the business development group and other institutional partners in order to connect our clients with the right resource for whatever goal they are trying to achieve. Externally, he works with a network of professionals to insure that clients have strong partners in terms of estate planning, accounting, commercial insurance and other pertinent areas. These relationships allow us to not only find the right fit for clients, but more importantly allow us to keep lines of communication open between ourselves and our clients other advisors.

Gabriel is responsible for overseeing the groups retirement and institutional business. As a Retirement Plan Consultant, he is one of a small number of advisors at UBS who is certified to act as a co-fiduciary to plan sponsors and employers. He works with business owners, executives, trustees and other fiduciaries in order shore up any fiduciary short falls in their retirement plans, protecting themselves as plan sponsors while offering themselves and their employees a high level of service and support. He is well versed in the different types of available retirement plans as well as other executive benefits. He also has expertise in the different types of insurance available for estate planning purposes, businesses and business owners.

Gabriel is extremely dedicated to his community. He serves on the board of multiple non-profits, volunteering the majority of his time as the President of Elijah’s Promise which harnesses the power of food to break the cycle of poverty, alleviate hunger, and change lives in Central New Jersey. He is the Chairman of the Middlesex County Workforce Development board and sits on the board of the Middlesex County Regional Chamber of Commerce, as well as others. . He resides in Colts Neck, New Jersey with his wife Jacqueline and sons Jacob and Liam. In his free time he enjoys playing golf, woodworking, playing the drums, kayaking, biking and spending time with his family.

Registered States:
AL, AZ, CA, CT, DC, FL, GA, IN, MA, MD, NC, NJ, NM, NV, NY, OH, PA, PR, RI, SC, TN, VA, VT, WA

Jacob became a fully registered financial advisor prior to graduating from Dickinson College in 2016.  During his time at school, Jacob was an economics major while playing on the collegiate soccer team and participated in the NCAA national tournament all four years.  Before joining the Karstadt Financial Group, Jacob worked in the Wealth Advice Center as a financial advisor and as a Wealth Planning Associate in the Northern New Jersey Market.

As a financial advisor associate, Jacob's primary responsibility is financial planning.  He is currently a Certified Financial Planner®, Accredited Wealth Management Advisor®, and a Chartered Retirement Planning Counselor®. He offers in-depth knowledge of many financial planning solutions that can be tailored to address each client’s individual priorities.   Jacob strives to deliver what clients need most today— Advice. Beyond investing.  Some of the planning  areas he focuses on are retirement planning, cash flow analysis, stock awards and employee benefits, estate and multigenerational planning, risk and liability management planning, life and long-term care insurance, charitable giving strategies and executive compensation and benefit strategies.

In addition  to financial planning, he holds other responsibilities on the investment and technology areas of the business. He focuses on developing and executing investment portfolios and asset allocation strategies that are customized for every client. On the technology front, Jacob is able to deliver the firm's technology to clients in effort to provide the structure client's need in their financial life.  In his spare time, Jacob enjoys spending time with friends and family, watching sports and playing chess.

Registered States:
AL, AZ, CA, CT, DC, FL, GA, IN, MA, MD, NC, NJ, NM, NV, NY, OH, PA, PR, RI, SC, TN, VA, WA

Amanda began her career in the financial services industry in 1981 with Tucker Anthony & R.L. Day.  During her 16 years there, she held the positions of wire operator, assistant to the branch manager, cashier and finally as a sales assistant.  She later joined PaineWebber in 1997 as a sales assistant.  Amanda brings a unique perspective to her role here at UBS as she has been able to leverage her experience gained from all facets of administrative operations. 

As the groups Senior Client Service, Amanda is responsible for all aspects of account administration including account opening, banking and lending  features and navigation of UBS On-Line Services.  She approaches every relationship with caring, understanding and commitment in order to help clients move successfully through financial challenges toward their goals.

Amanda graduated from Lasell College in Newton Massachusetts.  She especially enjoyed serving on the Board of Education in the town where she was raised as well as serving as a board member of the town's public library. She is the proud mother of two sons, Brandon and Evan.  Amanda enjoys reading and spending summers on the beach.